|
176
|
Torch Wealth Management
Cincinnati,
Ohio
|
$469K
|
–
|
–
|
–
|
|
|
177
|
EP Wealth Advisors
Torrance,
California
|
$454K
|
-$195K
|
-1,837
|
-30%
|
|
|
178
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$443K
|
-$86.6K
|
-815
|
-16%
|
|
|
179
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$435K
|
+$43.3K
|
+407
|
+11%
|
|
|
180
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$435K
|
+$434K
|
+4,081
|
New
|
|
|
181
|
|
$424K
|
+$4.78K
|
+45
|
+1%
|
|
|
182
|
WrapManager Inc
Mill Valley,
California
|
$422K
|
+$421K
|
+3,958
|
New
|
|
|
183
|
IMA Advisory Services
Denver,
Colorado
|
$416K
|
-$240K
|
-2,260
|
-37%
|
|
|
184
|
Parametric Portfolio Associates
Seattle,
Washington
|
$397K
|
+$2.76K
|
+26
|
+0.7%
|
|
|
185
|
Truist Financial
Charlotte,
North Carolina
|
$396K
|
-$582K
|
-5,479
|
-60%
|
|
|
186
|
William Blair & Company
Chicago,
Illinois
|
$396K
|
-$34.6K
|
-326
|
-8%
|
|
|
187
|
Good Life Advisors
Reading,
Pennsylvania
|
$392K
|
-$14.9K
|
-140
|
-4%
|
|
|
188
|
|
$364K
|
+$55.3K
|
+520
|
+18%
|
|
|
189
|
Fidelity International
Hamilton,
Bermuda
|
$352K
|
–
|
–
|
–
|
|
|
190
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$345K
|
+$344K
|
+3,239
|
New
|
|
|
191
|
Bessemer Group
Woodbridge,
New Jersey
|
$341K
|
+$21.3K
|
+200
|
+7%
|
|
|
192
|
Citadel Advisors
Miami,
Florida
|
$335K
|
-$887K
|
-8,343
|
-73%
|
|
|
193
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$326K
|
-$37K
|
-348
|
-10%
|
|
|
194
|
Archford Capital Strategies
Swansea,
Illinois
|
$324K
|
-$12.1K
|
-114
|
-4%
|
|
|
195
|
Comerica Securities
Detroit,
Michigan
|
$323K
|
-$363K
|
-3,418
|
-53%
|
|
|
196
|
Capstone Asset Management
Houston,
Texas
|
$321K
|
+$2.34K
|
+22
|
+0.7%
|
|
|
197
|
Truepoint Inc
Cincinnati,
Ohio
|
$320K
|
+$21.3K
|
+200
|
+7%
|
|
|
198
|
National Planning Corporation
El Segundo,
California
|
$319K
|
+$4.36K
|
+41
|
+1%
|
|
|
199
|
Venturi Wealth Management
Austin,
Texas
|
$307K
|
+$25.8K
|
+243
|
+9%
|
|
|
200
|
Perella Weinberg Partners Capital Management
New York
|
$301K
|
+$300K
|
+2,823
|
New
|
|
